Senior Wealth Advisor UHNW & Legacy
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-03-12
Listing for:
Corient
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading wealth management firm in Houston is seeking a Wealth Advisor to establish trusted client relationships and generate new business. The ideal candidate will focus on delivering holistic wealth solutions across planning, investments, and wealth transfer. Responsibilities include client acquisition, developing integrated wealth management strategies, and managing client relationships. Candidates should have 8-10 years of experience in financial services and excellent interpersonal skills.
This role offers competitive compensation and a collaborative team environment.
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Position Requirements
10+ Years
work experience
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